
Webinars
Learn over Lunch!
Business Deductions Masterclass
In this webinar, our tax experts will discuss strategies for maximizing deductions available to businesses. Attendees will learn about various expense categories and the documentation required to support claims. This session is designed for business owners looking to minimize their tax liabilities effectively.
Life Science Tax Credits
Join us for a comprehensive overview of available tax credits for businesses. This webinar will cover eligibility requirements, application processes, and the financial benefits of these credits. Attendees will leave with a better understanding of how to leverage tax credits to improve their bottom line.Film Credits
Join us for a comprehensive overview of available tax credits for businesses. This webinar will cover eligibility requirements, application processes, and the financial benefits of these credits. Attendees will leave with a better understanding of how to leverage tax credits to improve their bottom line.Common Questions
Here are some of the most frequently asked questions about our tax services.
What services do you offer?
SD.Tax is built around proactive tax planning, with a clear emphasis on identifying and executing strategies that materially reduce taxes for business owners and investors throughout the year. The focus is on structuring income, investments, and entities in a way that drives real savings—not just compliance. At the same time, SD.Tax handles tax return preparation with the same level of precision, ensuring filings are accurate, optimized, and fully aligned with the planning strategies in place.
What are the most common tax credits?
Key examples include the Earned Income Tax Credit (EITC), the refundable portion of the Child Tax Credit (often called the Additional Child Tax Credit), and the American Opportunity Tax Credit (partially refundable). Certain incentives—like the R&D Tax Credit in specific cases and many state-level film credits (e.g., New Mexico Film Production Tax Credit or Georgia Film Tax Credit)—can also be refundable or monetized for cash.
What is the difference between tax preparation and tax planning?
Tax preparation is about accurately filing returns and staying compliant with IRS rules. Tax planning, by contrast, is proactive—shaping decisions throughout the year to minimize taxes and improve outcomes. Preparation is widely available; effective planning is where judgment and strategy matter.

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